Manage custom fields for customer profiles in the Customer Hub

Learn how to manage custom fields for customer profiles in the Customer Hub.

Custom fields let you track the information that matters most to you and your customers.

Add and manage custom fields

When you add custom fields for your customers using the dropdown list type, you can quickly assign custom field values, customise, and manage your custom fields directly on your customers’ profile page.

To add and manage your custom fields, follow these steps.

1. Follow this link to complete the steps in product
2. Find and open a customer profile.
3. In the Custom Fields section, select . You can quickly add values to your custom field, add a new custom field, and manage all of your custom fields on the Customer profile page. 
   • To create a custom field, select Add new custom field.
     1. Enter the name of the custom field in the Name field.
     2. In the Data type ▼ dropdown, select the Dropdown list.
     3. Enter the items in the list.
     4. Select the colour ▼ dropdown if you want to select a colour to customise your custom fields and types to differentiate customers at a glance.
     5. Select the Customer category. 
     6. Fill out the info in the field, then select Save to go back to the full customer profile.
   • To edit an existing field, select Manage custom fields. This opens the Custom fields page so you can make edits. When you're done making changes, select Save. Close the window to return to the form.
4. To remove a custom field value, select the x next to the value.
   Note: This option is available only in Dropdown list custom field.